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Generations Wealth LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Generations Wealth LLC’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860K Sell
11,035
-16
-0.1% -$1.25K 0.82% 20
2026
Q1 		$867K Sell
11,051
-1,309
-11% -$103K 0.84% 18
2025
Q4 		$974K Buy
+12,360
New +$975K 1% 16

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Generations Wealth LLC's BSV Position: Q2 2026 in Review

Generations Wealth LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.14% in Q2 2026, selling an estimated $1.25K and leaving 11,035 shares worth $860K. The position accounts for 0.82% of the portfolio, ranked #20.

Generations Wealth LLC first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $974K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Generations Wealth LLC held 11,035 shares of Vanguard Short-Term Bond ETF worth $860K as of Q2 2026.
  • Generations Wealth LLC sold 16 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.25K.
  • Vanguard Short-Term Bond ETF made up 0.82% of Generations Wealth LLC's portfolio in Q2 2026, its #20 holding.
  • Generations Wealth LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Generations Wealth LLC's Vanguard Short-Term Bond ETF position peaked at $974K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.